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Microsoft
MSFT

Overview Fund Activity

3,123 hedge funds and large institutions have $775B invested in Microsoft in 2019 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 1,290 increasing their positions, 1,505 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,123
Holders Change
+6
Holders Change %
+0.19%
% of All Funds
68.59%
Holding in Top 10
1,595
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+2.24%
% of All Funds
35.03%
New
91
Increased
1,290
Reduced
1,505
Closed
61
Calls
$8.45B
Puts
$11.3B
Net Calls
-$2.85B
Net Calls Change
-$2.27B

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$900M
2
BlackRock
BlackRock
New York
+$809M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$713M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$649M
5
Capital International Investors
Capital International Investors
California
+$577M

Top Sellers

1
USAA
United Services Automobile Association
Texas
-$1.11B
2
TCI Fund Management
TCI Fund Management
United Kingdom
-$799M
3
Dodge & Cox
Dodge & Cox
California
-$762M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$672M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$614M
Name Holding Trade Value Shares
Change 		Shares
Change %
DE
2551
Day & Ennis
Georgia
$1.32M +$150K +1,076 +13%
LMAM
2552
Legg Mason Asset Management
Japan
$1.32M – – –
CL
2553
CIM LLC
New York
$1.32M +$624K +4,490 +90%
PFA
2554
Pathway Financial Advisors
Vermont
$1.31M – – –
FIA
2555
Foundations Investment Advisors
Arizona
$1.31M +$246K +1,802 +23%
B
2556
Bellecapital
Switzerland
$1.31M +$143K +1,027 +12%
BI
2557
Bramshill Investments
Florida
$1.31M – – –
LA
2558
LexAurum Advisors
Kansas
$1.31M +$26.6K +191 +2%
WCAMG
2559
Woodard & Company Asset Management Group
North Carolina
$1.31M +$1.31M +9,405 New
AWM
2560
Avitas Wealth Management
California
$1.31M -$142K -1,018 -10%
EWA
2561
ERTS Wealth Advisors
Michigan
$1.3M -$144K -1,036 -10%
KAH
2562
Kathryn A. Hall
$1.3M +$484K +3,484 +59%
EF
2563
Empirical Finance
Pennsylvania
$1.29M +$82.2K +591 +7%
SIC
2564
SFE Investment Counsel
California
$1.28M -$58.4K -420 -4%
FNBSF
2565
First National Bank Sioux Falls
South Dakota
$1.28M -$156K -1,125 -11%
GWI
2566
Grace & White Inc
New York
$1.27M – – –
QCMC
2567
Quantum Capital Management (California)
California
$1.27M -$32.1K -231 -2%
OBGC
2568
O'Brien Greene & Co
Pennsylvania
$1.26M -$86.9K -625 -6%
KA
2569
KLCM Advisors
Wisconsin
$1.25M +$65.1K +468 +5%
ACM
2570
Aljian Capital Management
Nevada
$1.25M -$131K -940 -9%
MWA
2571
MFA Wealth Advisors
Pennsylvania
$1.25M -$9.6K -69 -0.8%
MWPCG
2572
Measured Wealth Private Client Group
New Hampshire
$1.25M -$997K -7,174 -44%
SPL
2573
Smart Portfolios LLC
Washington
$1.24M – – –
PCMC
2574
Private Capital Management (Colorado)
Colorado
$1.23M -$55.3K -398 -4%
FWM
2575
Foresight Wealth Management
Utah
$1.23M +$30.3K +218 +3%
101 102
103
104 105